Institutional Ownership Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
16,895
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
16,881
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
16,475
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
15,928
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,813
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.34%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,474
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,355
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,158
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 36.6%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
15,076
shares
|
$1.07 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
14,841
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
14,580
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
14,525
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
14,508
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,479
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
14,193
shares
|
$1.01 Million
0.19% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
13,835
shares
|
$985,328
0.3% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
13,792
shares
|
$982,266
0.05% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,744
shares
|
$978,847
0.01% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
13,700
shares
|
$975,714
0.61% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
12,712
shares
|
$905,348
0.44% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,706
shares
|
$904,921
0.0% of portfolio
|
Q4 2024
Reduced 53.54%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$883,484
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
12,338
shares
|
$878,712
0.54% of portfolio
|
Q4 2024
Reduced 1.67%
|